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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Suzano
Suzano (SUZB3) investor relations material
Suzano Conference presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Conference presentation summary29 Sep, 2026
Company overview and governance
Net revenue reached US$9.0 billion in LTM 2Q26, with adjusted EBITDA of US$3.8 billion and a 42% margin.
Net debt stands at US$12.8 billion, with net leverage at 3.4x.
Board of Directors includes 44% independent members and 22% women, supported by multiple committees.
Listed on B3's Novo Mercado and NYSE ADR Level 2, reflecting high governance standards.
Asset base and operational strengths
1.7 million hectares of plantations and certified areas, with 13.4 million tons of market pulp capacity and 1.6 million tons of paper.
Integrated supply chain with 9 pulp mills, 4 export terminals, and 10 dedicated vessels serving 74 countries.
Leading Brazilian paper brands and a 42% domestic market share.
Market position and competitive landscape
Holds 50% of Latin America's hardwood pulp capacity and leads global market pulp production.
Maintains cost competitiveness through logistics, proprietary eucalyptus genetics, and disciplined execution.
Faces new capacity expansions in Asia and LatAm, with a focus on enhancing competitiveness and reducing operational disbursement.
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Latest events from Suzano
- Strong global pulp leader with disciplined growth, ESG focus, and robust financial management.SUZB3
Conference presentation - Strong financials, cost leadership, and global expansion drive growth and sustainability.SUZB3Conference presentation
- Global pulp leader with strong financials, ESG focus, and disciplined growth through innovation and partnerships.SUZB3Conference presentation
- Strong financials, disciplined growth, and global expansion drive value and sustainability.SUZB3Investor presentation
- Adjusted EBITDA up 3% sequentially; free cash flow surged to R$ 3.3 billion.SUZB3Q2 2026
- Pulp sales and prices up YoY, but profit and EBITDA fell; major tissue deal to close mid-2026.SUZB3Q1 2026
- Record sales, strong EBITDA, and major acquisition highlight robust 2025 performance.SUZB3Q4 2025
- Adjusted EBITDA dropped 20% YoY to R$5.2bn as lower pulp prices offset efficiency gains.SUZB3Q3 2025
- Strong sales growth, robust cash flow, and major strategic moves marked the quarter.SUZB3Q2 2025
Next Suzano earnings date
Q3 20266 Nov, 2026
Suzano
Next Suzano earnings date
Q3 20266 Nov, 2026
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Frequently asked questions
Suzano S.A. is a pulp and paper company that produces eucalyptus pulp, printing and writing paper, and packaging materials. The company also engages in forestry and biomass energy generation. It is headquartered in São Paulo, Brazil, and its shares are listed on the B3.